Dustin Bell, CFP®, MBA

Reflective Financial

Annual fee range: $12,500/yr

Hi, I'm Dustin Bell, the founder of Reflective Financial.

I’ve spent my career being the person responsible when the numbers had to be right. I’m a former CFO and COO. I was a strategy executive at a Fortune 50 company, building analytically complex, high-consequence business plans. Earlier, I was an investment portfolio manager and assistant controller at a commercial bank.

At Reflective Financial, I offer wealth management for a flat-fee--no percentages or tiers--and specialize in serving those approaching or in retirement. A typical new client is in the decade before or after retirement, with approximately $2–5 million in investments. My office is accessible to local clients in the Denver metro area, and I serve clients across Colorado and the rest of the US virtually through video conferencing.

Reflective Financial is a good fit for someone looking for:

Evidence-based investment management
Deep tax planning and optimization
A long-term, personal relationship with their advisor
A flat-fee fiduciary they can trust